
Beckett Investment Management Group
Beckett Investment Management Group is a chartered financial planner with over 35 years of experience serving private clients and companies across the UK.
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Beckett Investment Management Group is a purpose-led financial services company headquartered in Bury St Edmunds, Suffolk. Established in 1988, the company has grown to include offices in Norwich and Ipswich and manages over £1.2 billion in assets for both private clients and businesses. Their holistic approach offers a comprehensive range of services, including financial advice, employee benefits, investment management, and discretionary managed portfolios. Beckett is committed to providing expert and trusted financial advice, prioritizing client success and adaptability in the face of regulatory and market changes.
Beckett is known for its commitment to social responsibility and sustainability. They are a certified B Corporation, demonstrating their commitment to balancing profit with purpose, and are committed to diversity and inclusion, signing the Women in Finance Charter. They have also been recognized as one of the UK's Best Workplaces in Financial Services and Insurance, highlighting their dedication to cultivating a positive and supportive work environment for employees. This focus on wellbeing and sustainability has solidified Beckett's reputation as a leading financial services firm that prioritizes ethical practices and a strong corporate culture.
Flexibility
Beckett Investment Management Group offers flexibility for employees in certain roles. The Operations Support role at Beckett Asset Management is a full-time position based in Bury St Edmunds with opportunities to work from home and other offices after training.
Benefits
Beckett Investment Management Group provides a comprehensive benefits package to employees. This includes a BUPA Cash Plan with an Employee Assistance program, access to a 24/7 GP service, mental health support, healthy diet and fitness programs, and a menopause support network. The company also offers a clear path for career development and training, with opportunities for professional qualifications and support from experienced colleagues.
Mission
Beckett Investment Management Group is a purpose-led, chartered financial planning firm committed to providing expert, trusted, and responsible financial advice to both private clients and companies across the UK. They prioritize diversity and inclusion, environmental sustainability, and employee well-being, achieving B Corp certification and ranking as one of the UK's best workplaces. Their holistic approach offers a wide range of services, including independent financial advice, employee benefits solutions, investment management, and discretionary managed portfolios.
Culture
Beckett Investment Management Group promotes a culture of professionalism, integrity, and client-centricity. This is evident in their commitment to being a B Corp certified company, their efforts to promote diversity and inclusion, and their emphasis on employee well-being and development. The company believes in fostering a positive and supportive work environment, where employees are encouraged to collaborate, share ideas, and contribute to the firm's success. Their dedication to ethical practices, sustainable development, and employee growth creates a rewarding and fulfilling experience for both individuals and clients.
DE&I
Beckett Investment Management Group is committed to creating a diverse and inclusive workplace that values and promotes the unique perspectives of all employees. They have signed the HM Treasury’s Women in Finance Charter, set internal targets for gender diversity in senior management, and publish annual progress reports. They voluntarily calculate and report their gender pay gap and are committed to reducing it further. Additionally, they have implemented initiatives to promote diversity and inclusion, including capturing data on staff education levels to show a spread of social background by position and ensuring that their Opportunity Reports highlight additional knowledge being added to the team through courses.
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